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Research Administrators' Toolkit
The RA Toolkit is a collection of quick links resources to help navigate the university and support the complex business work of U-M research administrators. These pages are available throughout the website, organized by lifecycle. This page highlights some of the key resources under different headings.
Managing the business aspects of research takes a team of experts. The process of finding funding, developing effective proposals, gathering approvals, managing an awarded project, and closing it out in a manner that meets the financial and compliance requirements of both the sponsor and the university, requires keen business acumen and expertise.
Research administrators help ensure business processes and compliance requirements are met, allowing faculty researchers to focus on the science and research.
Subject Listing
Data and Reporting Resources
Expenses and Budgeting
- Cost Reimbursement Office
- Currency Converter Site
- Current U-M Mileage Reimbursement Rate
- Class Codes for Sponsored Awards (ORSP)
- Class Rollups by Direct and Indirect Cost Categories (Finance)
- Indirect Cost Recovery Excluded Expenditures (ICRX)
- Finance Budget Reallocation Process (formerly 7471 Form)
- Government Domestic Travel Per Diem Site
- Government Foreign Travel Per Diem Site
- Paying Research Subjects: Human Subject Incentives Program (HSIP)
- People Pay (also accessible under Wolverine Access)
Forms & Templates & Policies
- Uniform Guidance Audit Reports on Federal Awards
- Non-UM Affiliate Financial Interests Disclosure Form
- Request for Sponsored Sub Project/Grant(s)
- Sponsored Programs Forms Page
- Sponsored Programs Job Aid - Review of Uniform Guidance Reports
- Sponsored Programs Job Aid - Uniform Guidance Monitored Budgets
- U-M Human Resources Records and Information Services Forms
- NIH Forms I Worksheet
- M-Inform Disclosure System
- Office of Contract Administration
- Innovation Partnerships Material Transfer Agreements (MTAs) and other Forms
- ORSP Deadline Policy - PAF and Proposal Checklist
- Best Practices for Communication For U-M Research Project Teams, Central Offices, with an eRPM Communication Matrix.
- Award Change Request (ACR) (was PACR)
- RA Onboarding Checklist for Managers
Find People / Lookup Information
- Find a Research Administrator by Department Name or ID (the "Blue Pages")
- Find an ORSP Project Representative
- Find a Sponsored Programs Finance Customer Representative Coordinator
- Find a U-M Expert - Experts Database (experts.umich.edu)
- Find Faculty/Staff in NIH/eRA Commons
- PEERRS Certification Look Ups
- Who Does What in Sponsored Research? - Roles and Responsibilities Defines the roles and responsibilities of the PI, Unit Administrator, ORSP, or Finance-Sponsored Programs.
Professional Development & Training
- RA Onboarding Checklist for Managers
- External Research Administrator Professional Organizations and Opportunities
- eRPM Job Aids
- ITS Documentation - Award Management How Tos and Reference Materials
- Navigate Training and Workshops
- PEERRS Training
- Research Administrators' Network RAN meetings.
Rates & Frequently Required Institutional Information
Other U-M Research-Related Newsletters
Travel
Travel and Business Hosting Expense Policy (U-M SPG 507.10-1)
Compliance & Policies
- Securing Your Mobile Devices
- U-M Ethics, Integrity & Compliance
- U-M Human Research Protection Program (HRPP)
- U-M Research Ethics & Compliance
- PEERRS Website Program for the Education and Evaluation in Responsible Conduct of Research (PEERRS) offers online compliance courses for human subjects protection, export controls, responsible conduct of research, and more. If you are a U-M investigator on a sponsored research grant or contract, an IRB protocol, or a Technology Control Plan (TCP) you are required to complete the applicable PEERRS course(s).
- U-M Standard Practice Guide
- University of Michigan Statement on Stewardship
- Use of Personal Accounts and Data Security
- Institutional Review Boards (IRBs)
- Intergovernmental Personnel Agreements (IPAs) (U-M SPG 201.30.5)
- IPA Process for U-M and Veterans Affairs (Med School Site)
Lifecycle Resources
- Find Funding
- MLibrary Research Funding & Grants Guide
- Foundation Relations Grantwriters' Toolkit (requires Kerberos login)
- Research Development (OVPR)
- Develop Proposal
- Proposal Preparation and Submission
- Manage Project
Additional Resources
References and Resources
- Animal Care & Use Program
- Data Resources for the RA Community
- Federal Small Business Subcontracting and Reporting
- Class Codes for Sponsored Awards
- Indirect Cost Recovery Excluded Expenditures (ICRX)
- Class Rollups by Direct and Indirect Cost Categories
- Frequently Required Proposal Documents and Data
- Institutional Review Boards (IRBs)
- Manage Project
- Cost Reimbursement Office
- External Research Administrator Professional Organizations and Opportunities
- Intergovernmental Personnel Agreements (IPAs) (U-M SPG 201.30.5)
- IPA Process for U-M and Veterans Affairs (Med School Site)
- Finance Budget Reallocation Process (formerly 7471 Form)
- Foundation Relations Grantwriters' Toolkit (requires Kerberos login)
- M-Inform Disclosure System
- Paying Research Subjects: Human Subject Incentives Program (HSIP)
- PEERRS Certification Look Ups
- MLibrary Research Funding & Grants Guide
- Office of Contract Administration
- PEERRS Website Program for the Education and Evaluation in Responsible Conduct of Research (PEERRS) offers online compliance courses for human subjects protection, export controls, responsible conduct of research, and more. If you are a U-M investigator on a sponsored research grant or contract, an IRB protocol, or a Technology Control Plan (TCP) you are required to complete the applicable PEERRS course(s).
- Proposal Preparation and Submission
- People Pay (also accessible under Wolverine Access)
- ITS Documentation - Award Management How Tos and Reference Materials
- A to Z Index
- Who Does What in Sponsored Research? - Roles and Responsibilities Defines the roles and responsibilities of the PI, Unit Administrator, ORSP, or Finance-Sponsored Programs.
- Securing Your Mobile Devices
- Travel and Business Hosting Expense Policy (U-M SPG 507.10-1)
- U-M Ethics, Integrity & Compliance
- U-M Human Research Protection Program (HRPP)
- Uniform Guidance Audit Reports on Federal Awards
- U-M Research Ethics & Compliance
- Non-UM Affiliate Financial Interests Disclosure Form
- U-M Standard Practice Guide
- University of Michigan Statement on Stewardship
- Use of Personal Accounts and Data Security
- Request for Sponsored Sub Project/Grant(s)
- Sponsored Programs Forms Page
- Sponsored Programs Job Aid - Review of Uniform Guidance Reports
- Sponsored Programs Job Aid - Uniform Guidance Monitored Budgets
- Find a Research Administrator by Department Name or ID (the "Blue Pages")
- Find a U-M Expert - Experts Database (experts.umich.edu)
- U-M Human Resources Records and Information Services Forms
- Innovation Partnerships Material Transfer Agreements (MTAs) and other Forms
- Find Faculty/Staff in NIH/eRA Commons
- Currency Converter Site
- Current U-M Mileage Reimbursement Rate
- Government Domestic Travel Per Diem Site
- Government Foreign Travel Per Diem Site
- Research Administrators' Network RAN meetings.
- Navigate Training and Workshops
- PEERRS Training
- Find an ORSP Project Representative
- Find a Sponsored Programs Finance Customer Representative Coordinator
- Research Commons and Research Blueprint - Finding Funding
- RAP/RAPid Newsletter Signup
- ORSP Deadline Policy - PAF and Proposal Checklist
- Best Practices for Communication For U-M Research Project Teams, Central Offices, with an eRPM Communication Matrix.
- Award Change Request (ACR) (was PACR)
- Getting Started - A Guide for Faculty and Investigators
- Useful Web Resources Across U-M
- eRPM Job Aids
Questions?
If you have a link or resource you'd like to recommend for inclusion in the RA Toolkit, please reach out to ORSP Communications ([email protected]).